JAMES WIEDERHOLT
Balance Approach
As a Certified Exit Planning Advisor (CEPA®), James Wiederholt is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=James Wiederholt - CEPA, CFP, APMA, CRPC, AAMS - Balance Approach - Fulshear, Texas, city=Fulshear, display_country=United States, hs_object_source_label=IMPORT, url_slug=james-wiederholt, lname=Wiederholt, designations=[CEPA, CFP, APMA, CRPC, AAMS], hs_object_source_id=33456209, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20JANUARY%202023/WIEDERHOLT-JAMES-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-January-2023.pdf, hs_created_by_user_id=9997102, hs_createdate=1679424605493, cohortium_profile_title=James Wiederholt | Business Consultant at Balance Approach | CEPA Connect Member, state=Texas, hs_was_imported=true, id=5630593197, designations__text_=CEPA, CFP, APMA, CRPC, AAMS, advisor_type=Business Consultant, custom_page_title=Exit Planning Institute - Find a CEPA | James Wiederholt, email=jt.wiederholt@ampf.com, cohortium_meta_description=Connect with James Wiederholt, a specialized Business Consultant working with Balance Approach based in Texas. Credentials include: CEPA, CFP, APMA, CRPC, AAMS., associated_contact_record_id=18397001, website=www.balanceapproach.com, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20JANUARY%202023/4739_Wiederholt_CEPA-Certificate-2023-January.pdf, is_editable=editable, url_slug_2=james-wiederholt, impersonate_user_url=https://exit-planning-institute.org/member-detail/james-wiederholt?impersonation=true, full_name=James Wiederholt, hs_lastmodifieddate=1764932336432, phone=(832) 732-5651, company_name=Balance Approach, name=James, hs_object_id=5630593197, associated_resources=0, hs_object_source=IMPORT, postal_code=77441, hs_object_source_user_id=9997102, status=Published, hs_updated_by_user_id=26688115}
- Advisor Type: Business Consultant
- Website:
https://www.balanceapproach.com - Phone: (832) 732-5651
- City: Fulshear
- State: Texas
- Postal Code: 77441
- Country: United States
- Designations: CEPA, CFP, APMA, CRPC, AAMS
- Markets Served:
- Company Name: Balance Approach
